Articles on: Automation Builder


The tool will help you define the conditions under which different scenarios will be triggered within the automation. Its operation is described very simply by the algorithm “IF condition => THEN START STEP A => OTHERWISE START STEP B”.

Let's consider the functionality of the tool using an example.

Let's say we receive an order from an online store based on InSales. We have different managers, one of which processes orders under 10,000 dollars and the other over 10,000 dollares. The “Router” tool allows building a scenario in which, depending on the value of the order, it is possible to assign them to different managers.

The division can also be done by other order parameters, defined from the initial trigger.

Step 1. Adding the tool

It is necessary to specify the automation steps that will work upon the fulfillment of the given condition. Therefore, you need to insert the resource into the data source service.

Access the automation, click on “Tool” and select the “Router” option.

Step 2. Configuring the tool

Next, we configure the tool itself. We must fill in the fields according to the following directions:

We give a name to the dataset formatted by the tool.

We establish the conditions that will determine the choice of scenario.

We indicate the step to which the transition will occur if the condition is met.

We indicate the step to which the automation will proceed if the condition is not met.

Something important to remember when using the "Router" tool in your automation is that we must define a step to "Break" and separate the two different parts of your automation.

This will let the automation know when to stop or when to continue. Without the configuration to stop it, the automation would go through all the steps, including the ones it shouldn't, until it reaches the end.

To add, click the plus symbol "+" just below the automation step and select the Tool option.

Then look for the "Break" tool and click the "Select" button to proceed.

Here's a quick preview of the final structure.

As a result, the automation will look like this:

Ready! The tool and automation are configured. Now, just click on “Start”.

Updated on: 04/05/2023

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